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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (667)12/7/1997 1:37:00 PM
From: Dan Packer  Respond to of 18998
 
Let me give you one: Try EYE and ILCT. They both have EDGAR filings which will explain everything. EYE is scheduled to do a reverse 1:2 split, spinoff Bolle at 1 for 3, then merge with ILCT at 2.18 to 1. And change the name to Lumen technologies. (Bolle also has an S-1.)

Lumen Technologies has some great niches protected by lots of trade secrets. I would expect it to be a 2 - 5 bagger on the basis of pricing of comparative companies in the field. They will carry a debt load, but be profitable. With Bolle, you can comp with OO and Gargoyles, and look at Sunglass Hut.

The fun should begin within the next month.

Dan



To: Mr. Pink who wrote (667)12/9/1997 9:28:00 PM
From: Nicholas P. Acquaviva Jr.  Read Replies (1) | Respond to of 18998
 
Mr. Pink, ?? FSFH, everything seem on target?? or did the picture change from the $30 target?

Thanks,
Nick

PS: QEKG crooks or no crooks?


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